Blog

January 18, 2023

Technology and Succession Drive Next-Gen-Family Disconnect

Despite the increasing awareness that a new generation of high-net-worth individuals is coming into the market, many believe the future of wealth will be determined by technology and succession. The fam and the next-gen face a disconnect that could be worsened by the introduction of artificial intelligence and the increasing complexity of the business. The […]

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January 13, 2023

Can a Trustee Withdraw Money From a Trust Account?

You might wonder if a trustee can withdraw money if you have a trust account. This is a very good question, and you should understand that there are several things you need to keep in mind when it comes to withdrawing funds from your trust account. You must first seek prior approval, you need to […]

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